Need to make a change? No problem. Whether you’re updating pricing, adding a note, or fixing a small typo, Payments Manager+ makes it easy to edit your estimates and invoices — even after they’ve been created.

In this article, we’ll walk you through how to update your documents quickly and keep everything accurate.

Step 1: Locate the document you want to edit

Go to Invoice > Manual Invoices and find the estimate or invoice you’d like to update. Once you spot it, click the linked invoice number to open the document summary.

Step 2: Edit or delete the document

As long as the customer hasn’t accepted or paid it yet, you’ll see options at the bottom of the page. From here, you can:

• Click Edit to update the invoice or estimate
• Click Delete if you want to remove it entirely

NOTE: You can only change Customer Details if the invoice hasn’t been viewed by the original recipient.

Step 3: Save or send your updates

Make your changes, then either:

• Save the draft to finish later, or
• Review and send to send the updated version to your customer

⚠️ Keep in mind: If you’ve already sent the invoice, the old version will be overridden by the new one.

That’s it! Quick edits, clear records, and less hassle.